Gary M. DuBoff CPA, CFP®, is a principal in the Tax and Accounting Department at MBAF. Gary has been in the public accounting profession since 1979.
Gary specializes in family office services for high-net-worth individuals, families, corporate executives and closely-held business owners. He has extensive experience advising clients with personal and business tax issues, investment and financial planning, family wealth transfer, estate and retirement planning, and charitable giving. He has developed strong client relationships and serves as a trusted advisor counseling them through diverse business matters and linking them with other resources to address specific business needs.
Gary has more than 30 years of experience and has authored numerous articles on topics related to estate tax, wealth planning and income tax. He has also shared his expertise as a quoted source in print and online outlets including The Fiscal Times, Business Insider, Crain’s New York Business and U.S. News & World Report. Gary has appeared on camera with both CNN and WSJ TV among numerous other speaking appearances. Gary has an extremely diverse career having been in senior level positions both in public accounting and private wealth management. He has experience in business management, sales of investments and services as well as being a trusted advisor.
Prior to joining MBAF, Gary was a Managing Director with CBIZ MHM, LLC, a Midwest Regional Trust Sales Officer for Wachovia Trust Company and a Wealth Strategies Advisor for The Bank of America Private Bank. Gary also spent 15 years as a Tax Principal at Ernst & Young.
- American Institute of Certified Public Accountants
- Financial Planning Association
- Certified Financial Planner
- New York State Society of Certified Public Accountants
- Series 7 Licensed
- Pace University – Master of Science in Taxation
- University of Bridgeport – Bachelor of Science in Accounting
If you're planning to make significant charitable donations, consider a donor-advised fund (DAF). A DAF offers many of the tax and estate planning benefits of a private foundation, at a fraction of the cost. Most important, a DAF allows you to take a ...Explore
While most taxpayers are waiting to see what the results of President Trump’s tax reform plan will bring, the IRS and the Treasury Department recently announced a change that could spell good news for owners of family owned businesses. Back in ...Explore
Home is where the heart is, or is it? As far as the IRS is concerned, where you choose to hang your hat, may not be home, or your “residence.” The concept of “domicile” can be particularly complex, especially if you’re a high net worth ...Explore
As the House and Senate reconcile their versions of the tax reform bill, there are certain provisions that warrant the attention of accountants and taxpayers alike. AccountingWEB presented some questions to Gary DuBoff, principal in the Tax and Accou ...Explore
The Senate and House may spend most of the month ironing out the differences in their tax bills. Or they may be delayed by other legislation and not enact a new tax code until the new year. Either way, high-earning taxpayers cannot afford to wait and ...Explore
Taxpayers can expect many of their cherished deductions for charitable contributions, family members, and state and local taxes to go away under the Senate tax reform legislation. Gary DuBoff, a principal in the Tax and Accounting Department at MBAF, ...Explore
“Home is where the heart is” is an old expression that may not exactly fly with a taxing authority examiner. The tax concept of domicile can be complex, particularly when you encounter a client who may spend time in, and receive income from, mult ...Explore